Jtiasa Production Oct 2024 (with average Oct 2024 CPO Price RM 4,387.50)
Fresh Fruit Bunches 110,504 metric tonnes
Crude Palm Oil 23,013 metric tonnes
Palm Kernel 5,192 metric tonnes
Logs 11,720 cubic metres

https://www.thejakartapost.com/front-row/2024/09/13/cilegons-rp59-trillion-petrochemical-plant-to-begin-operations-in-march-2025.html

Data center need a lot of aluminum, EV car need a lot of aluminum. Guru can use this story to ask their student to goreng. 😂

Dyson dah nak tutup Singapore office, sales tak bagus. "Dyson conducted a round of layoffs in Singapore on Tuesday (Oct 1) in a “surprise” move that has left employees here feeling shocked and in a state of “low morale”.

This comes about three months after the technology firm said Singapore, which serves as its global head office, was “not directly impacted” by a global restructuring that involved about 1,000 job cuts in Britain."

The Lowest PE counter in Plantation sector, only 5.79, Cash Rich now, EPS is 19.00, Really Speechless.
Inno EPS 13, PE11.27,
UMCCA EPS 24.15, PE 21.32,
HSPlant EPS19, PE11.15,
TSH EPS 6.924, PE 16.6,
JPG EPS 7.9, PE 12.16.

Bursa tak ada "BOLA" punya. Hanya tau keluar UMA. Lepas tu habis cerita. MALAYSIA BOLEH. Ini lah standard SC dan Bursa Malaysia. Sama kes dgn Glove dan Serbalk Dinamik.

Banker tulis cerita pasal Data center supaya boleh goreng, sekarang cerita data center dah ending, macam cerita glove, jadi jangan letak harapan di counter Data Center akan naik banyak lagi. Counter Data Center akan Jatuh 10 sen, naik 1 sen.

JCY dah cuci bersih bersih kah? atau masih ada kekotoran yg perlu cuci lagi? atau useless director masih mau ESOS lagi supaya mereka boleh sapu wang?

Good Production Result for July 2024 with the average price of July RM4034.

Product Production
Fresh Fruit Bunches 101,601 metric tonnes
Crude Palm Oil 20,558 metric tonnes
Palm Kernel 4,693 metric tonnes
Logs 8,976 cubic metres

Supermax hari2 cakap start production soon in US, wait until neck so long also never raining. Talk nonsense only.

Dyson to cut nearly one third of UK workforce.
https://www.bbc.com/news/articles/c6p2660ldn2o

Taann add back the "Fair value of biological assets" RM8.4 million in this Q, last Q is deduct RM32 million, Jtiasa pula deduct "Fair value changes in biological assets" RM3.1 million in this Q, last Q is deduct also RM31 million. Just wonder why.

IB not satisfying w the price RM0.99, push up again to RM1.05 or more, see who is the one catching the falling knife.

Every time got good news for Gloves, all the so called "expert" like to jump out and throw "Ice Water", the so called "expert" hardly throw "Ice water" to Tech counter, Utility Counter ever some PE already 50 to
70. Gloves counter step on their "ekor" kah?

Making profit RM49 million, IB kasi tekan price to RM0.7. When making profit RM16 million only, IB kasi push up price to RM0.94. This is LEGEND of Malaysia Share Market. EPF start disposed VS share counter 2 May, 3 May, 6 May.

Really Speechless, the lowest PE (6.46) among plantation counter. EPS=19.03, What kind of share market is it? Fundamental strong, Big land size, Every Q make profit, Cash Rich now, start give dividend every Q, but the price only RM1.23 (PE only 6.46) today. Speechless

This counter never give any dividend since public listed even with so much CASH on hand now. Very "Kiam Sip" one. The price very very difficult go up more than RM5 and now PE already 36. Better parking other counter with dividend and lower PE.

PetronM making PROFIT every Q, HengYuan making LOSE every Q. China man company really cannot hope.

Wasting time parking here. Better parking other counter. Make so much profit but the price standstill, Mr. Market also don't want to give face.

Myeg need to use "super super super" power to push up 1 sen only. Other counter easily up few sen without fear.

The LINE project includes the development of a cracker plant that will use naphtha and liquefied petroleum gas as its feedstock to produce, among others, 1,000 kilo tonnes per annum (KTA) of ethylene and 520KTA of propylene.
“The completion of the loan facility for the LINE project marked an important milestone with the finalisation of the remaining capital funding for the project.
“The LINE project serves as a key strategic expansion for the group to solidify LCT’s position as a top-tier petrochemical company in South-East Asia,” Park said.
He said the project also provides synergistic advantages to the group’s three existing standalone polyethylene plants, which are in the vicinity of the project, by reducing feedstock transportation and logistics costs, as well as higher operational and cost efficiencies.
“As Indonesia is a net importer of petrochemical products, the project will enable us to capitalise on the anticipated increase in demand for our products in the country,”
Upon completion, Park said, the production capacity of the group will increase by 65% to 5,878KTA from its existing production capacity of 3,568KTA.

LINE Project
LOTTE Chemical Titan Holding Berhad’s (“LCT”) strategic expansion initiative to develop an Integrated Petrochemical Facility (“IPF”) known as the LOTTE Chemical Indonesia New Ethylene Project or the LINE Project, through its subsidiary, PT LOTTE Chemical Indonesia (“LCI’) is aimed to increase the company’s production capacity and realise LCT’s vision to be a Top-Tier Petrochemical Company in Southeast Asia.
The joint venture project between LCT and LOTTE Chemical Corporation (“LCC”), will develop a 1 million tonne per year naphtha cracker and other related downstream facilities in Merak, Cilegon, Banten Province, Indonesia.
With the completion of the LINE Project, the enlarged facility will provide enhanced operational efficiencies and significantly increase LCT’s production capacity through integration of the production process in LCT’s existing plants in Indonesia.
LCT believes that the LINE Project is an attractive business proposition due to Indonesia’s dependency on petrochemical imports from other Southeast Asia countries because of its insufficient domestic production. The country is also expected to remain a large net importer of polyolefins and the domestic plastic demand gap is expected to further widen following the rising population and healthy consumption growth.

PE for some of Plantation counter
Jtiasa PE=7.83 only (EPS=19.03)
KMLOONG PE=13.4, TAANN PE=11.6, KRETAM PE=13,INNO PE=13.6, SOP PE=9.6, TSH PE=16.7, Rsawit PE=18.7, SWKPLNT PE=9.47, HSPLANT PE=17.25, FAREAST PE=21.55

The fair price for Myeg is above RM1, but Mr. Market never give face. Making so much money in last few Q, but the share price still standstill there. From the record of the past 6 months, never over RM0.84, wasting time & money invest in this counter. Other counter already up so much.

Banker or "Gold Finger" block RM0.75 today (11March2024 11am) and don't want the share price up. This counter is fully control by Gold Finger now. Hahahaha

Market Cap with current price RM.1.15 only RM 2.6B, Total physical asset around RM17.2B, Long Term & other Assets RM2.7B & etc. Korean so smart, do u think his want to sell w only current price 1.15 (market cap RM2.6B).

Pls delist from Bursa and return money to investor. Almost everyday no trading at all. Currently NTA is RM0.99.

Lctitan market is Malaysia 33%, Indonesia 34%, (China 7% only), Southeast Asia 14%, Northeast Asia 6%, Indian Sub-Continent 5% and other 1%. Lctitan Indonesia LINE Project is on schedule and expected to be
completed in 2025. Hopefully can tackle Indonesia Market and contribute to the revenue.

Better run forever from AAX. This AAX also become "Con" counter. Agree w "SinGor" comment.

Actually the timber section (Loss RM 25million this Q) should closed down because making lose all the time.

What is "Fair value changes in biological assets"? why so much (almost cost RM 31million). if not, profit will be RM 71million

Why drop so much today? Q report not good? Selling pressure.

Every Q the management from Glove company in Malaysia will mention the same excuse which is China Glove, China Glove, China Glove. Which mean forever Malaysia Glove company cannot make profit already as long as China Glove still there. The fact is the China Glove will be there forever.

Banker totally never give face to Agong today. Be careful when deal w this counter, Banker got a lot of tactics to "sakau" your money, banker fully control "up and down" this counter now. If their mode good, up 2 or 3 sen loh, mode not good, Down kaw-kaw until u scare. Go for other counter, don't become "water fish" for the banker here.

As I mention last year 2023 in i3 forum, this counter is CON counter. if can pls run away from this counter.

JTIASA is the lowest PE counter in plantation sector, EPS=19.95, PE ONLY 4.78, Malaysia share market is SICK.
SOP:EPS=26.452, PE=9.6, Fareast: EPS=13.50, PE=26.65, KMLOONG: EPS=15.277, PE=13.03, KRETAM :EPS=3.453, PE=18.97, HSPLANT: EPS=11.194, PE=15.81, INNO: EPS=9.705, PE=13.29, SWKPLNT: EPS=21.726, PE=10 , RVIEW: EPS=8.054, PE=40

The lowest PE (only 5.0 with the EPS 19.15) in Plantation stock. SWKPLNT EPS 21.7 also has PE10.

When first public listed 2022-06, Revenue RM31.5 million can make profit RM1.8M, now Revenue RM204m, only can make RM1.4m, what a joke! Secondly, New issue 73.55million share volume, Director also busy selling share when share price goreng up. RUN before too late.

A major manufacturer of surgical gloves has selected Brazoria County for its first U.S. manufacturing plant.
Maxter Healthcare will build a $500 million complex on a 215-acre site at CR 52 and CR 48 just off Highway 288 in Alvin’s extraterritorial jurisdiction. The facility will be constructed in four phases, the company said in a news release.
Each phase is expected to produce 400 million gloves per month for each phase. When all the four phases are completed, the total installed production capacity would be 1.6 billion gloves per month and 19.2 billion gloves per year, the release states.
“This domestic manufacturing capacity will aid the U.S. in its ability to respond to the current pandemic and help safeguard the U.S. in the future,” company founder and president Stanley Thai said in the release. “In addition, through the establishment of our research and development center and collaborations with the local and regional education institutions, we will be developing innovative new products and technologies.”
At that meeting, commissioners approved creating a Tax Increment Reinvestment Zone, which will abate the company’s real and property taxes at 100 percent for seven years. Part of the agreement is that the company will use Brazoria County businesses as vendors whenever possible.
In its announcement, Maxter Healthcare cited community support as one of the deciding factors in selecting Brazoria County over other finalists for the facility in Chambers County and Florida.
“This manufacturing facility, when operational, will strengthen the U.S. Personal Protective Equipment Supply Chain by building domestic capacities,” CEO CK Tan said. “We will be capable of catering to at least 10 percent to 15 percent of the total annual medical glove imports into the country over the next two to four years. Over the next four to six years, as our capacity increases, we will be able to provide 20 percent to 25 percent of the domestic demand and consumption.”
The dental field is one of the company’s largest customers, company representatives said in October.

In last 10 QR, only 1 QR making lose, 9 QR making profit, PE only 4.68, the lowest PE in plantation sector. Now the Price only @ 0.67 to 0.68, really speechless. When this old man company want to privities?
2021 Q1 profit 34.8M, Q2 profit 4.63M, Q3 lost 26M, Q4 profit 19M,
2022 Q1 profit 25M, Q2 profit 51M, Q3 profit 18M, Q4 profit 42.2M
2023 Q1 profit 34M, Q2 profit 49.4 M

As I mentioned earlier, this counter is CON counter. Be careful.

Down Trend. Going back to 0.45sen soon.

0.52% Siling Fong
0.59% JPMorgan Chase & Co,

PE for Plantation
SIMEPLT 11.79
IOICORP 12.96
KLK 11.19
BKAWAN 7.78
UTDPLT 11.58
GENP 11.57
FAREAST 10.33
KMLOONG 11.22
KRETAM 13.54
UMCCA12.9
BLDPLNT 36.76
INNO 8.22
PLS 26.66
HARNLEN 27.87
JTIASA ONLY 4.44

The PE only 4.44, the lowest in the Plantation stock. The EPS is 14.74, if the PE is 8, the price should be RM1.18.
7 quarter also making profit. 21Q4 RM18.8m, 22Q1 RM24.6m, 22Q2 RM51.1m, 22Q3 RM18m, 22Q4 RM42.2m, 23Q1 RM34m, 23Q2 RM49.4m
Dividend for 23Q1 is 0.028, 23Q2 is 0.015. BUT the share price only RM0.68 now.

Banker push up the price today and want to cabut already. Nobody using HDD already, all using SSD. Unless Dufu can find profitable business.

Ring Ring Ring, this Arank still exist or already closed shop??? the management is still sleeping and
not yet wake up???